Philip Mark Debruyn

Current Employers

Employment History

• 08/1992 → 01/2018
  Capital Plan, Inc.
  Dallas, TX
• 07/2001 → 10/2018
  M. Holdings Securities, Inc
  Portland, OR
• 01/2018 → 06/2024
  Southern Wealth Securities, Llc
  Dallas, TX
• 01/2018 → 05/2023
  Southern Wealth Management, Lp
  Dallas, TX
• 05/2023 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2019-11-21 → 2023-10-25
  Southern Wealth Management Llp
  Dallas, TX
• 2014-09-08 → 2018-10-01
  M Holdings Securities, Inc.
  Dallas, TX
  Dallas, TX
  Portland, OR
  Dallas, TX
• 1995-01-02 → 2005-08-24
  Capital Plan Advisors, Inc.
  Dallas, TX

Other Businesses

1) M Financial Investment Advisers, Inc., Investment-Related ; 1125 NW Couch Street, Suite 900, Portland, Or 97209. Member Of Board Of Directors. Start 10/31/23; 1 Hours Per Month; Attend quarterly meetings. 2) New Castle Consultants (Cayman) Ltd. Investment Related; Po Box 30464 SMB Grand Cayman, Cayman Islands, BWI Nature Of Business: Life Insurance Consulting. Position: Director; Start Date: 09/01/2000. Approx. Hours 1 Hrs. Approx. Hours During Trading: 1 Hrs. 3) SMU Planned Giving Advisory Council; SMU.edu; 09/2016; Board Member; 2 Bi-Annual Meetings - Promote Planned Giving At SMU; Not Invest Related; 1 Hour/Month, 1 Hour/Month During Business. 4) UT Southwestern Medical Foundation / Planned Giving Council; not investment related; 3889 Maple Ave, Suite 100, Dallas TX - Since 2020, Board Member, No Compensation, 1 Hour/Month 5) The Center for Ethics in Financial Services; not investment related; 630 Allendale Rd, suite 400, King of Prussia, PA;  -American College Advisory Council;  Start Date: 11/1/22, Board Member; 1 Hour/Month; 1 hour during trading; attend monthly meetings

Exams

• S66 Uniform Combined State Law Examination
  2014-09-08
• S63 Uniform Securities Agent State Law Examination
  1987-07-21

Other Names

• Phil Debruyn
• Phil De Bruyn